Russell Birkin

Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

St. James's Place Wealth Management Plc (no longer approved here)
FRN 195351
- Appointed representative dealing with clients for which they require qualification (14 Jan 2020 to 18 Jan 2026)
- CF30 Customer (14 Nov 2019 to 18 Jan 2026)
WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)
FRN 134753
- CF30 Customer (1 Nov 2007 to 28 Sep 2019)
- CF21 Investment Adviser (1 Aug 2006 to 10 Oct 2006)
- CF22 Investment Adviser (Trainee) (26 Jan 2006 to 1 Aug 2006)
Evelyn Partners Financial Planning Limited (no longer approved here)
FRN 136414
- CF21 Investment Adviser (3 Jun 2003 to 17 Jan 2004)
- CF22 Investment Adviser (Trainee) (16 Jul 2002 to 3 Jun 2003)

Updates to this individual's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.